This article contains prerelease information. Release dates, features, and other information are subject to change without notice.
Three pages are presented below:
Checkbox and Radio button fields include a native border around the check mark or selection. This border is useful when the document does not have pre-printed boxes, ensuring selections remain visually clear.
If the document already includes printed boxes, aligning fields to match them can be challenging. Disabling the field borders removes the extra outline, leaving only the check mark or selection indicator, resulting in a cleaner and more professional final document.
The Form Field Borders control sets the default border visibility for both checkboxes and radio buttons, allowing you to either display or hide borders based on your document’s needs.
Administrators can enable this feature at the account and group levels.
Access this feature by navigating the administrator's configuration menu to Send Settings > Form Field Borders
This setting defines the default value for the checkbox and radio button field property that displays the field borders. This does not lock the field value, and form authors can change the border setting after placing the fields.
Form authors can adjust the border visibility as needed to match the document’s design and ensure a polished final appearance.
Checkboxes make forms more straightforward by allowing users to select multiple options with a single action. They are ideal for collecting preferences, permissions, and confirmations, such as subscribing to updates or agreeing to terms and conditions.
They also improve accessibility and usability. Checkboxes are easy to navigate with a keyboard or screen reader, making them an inclusive choice for all users. Since they provide explicit, visual confirmation of selections, they help reduce errors and ensure user intent is accurately captured.
By simplifying decision-making and streamlining form completion, checkboxes create a faster, more efficient experience. They eliminate unnecessary typing and make it easy for users to interact with a form, leading to higher completion rates and better data accuracy.
Left-clicking (or CMD-clicking) a checkbox field opens a submenu that provides quick access to common customization options. This submenu offers a streamlined alternative to the entire field customization menu, making it especially attractive to experienced form builders.
Of note is the option to convert the field into a Radio Button.
Checkboxes can be configured to display or hide the box that surrounds the check icon.
If the underlying form already has boxes printed on it, removing the field's box graphic will result in a cleaner-looking final document.
The default value (to display or omit the box) can be set in your group's Send Settings:
The default value of the checkbox graphics is applied when the field is placed, but the user placing the fields can always change the configuration in the fields customizable properties.
Double-clicking the field opens the full customization menu in the context panel.
The field's left-click menu also has an option to open the Customize field panel:
Checkbox fields have five sections that can be configured:
When added to an agreement, each field must be assigned to a specific participant (Prefill, participant1, participant2) or condition (Any recipient, All recipients). Field assignment determines who can interact with the field, ensuring that only the designated recipient(s) can complete it.
Proper field assignment ensures clarity in document workflows, prevents unauthorized edits, and maintains structured, organized agreements.
Note that the colored dot next to a recipient’s name or email in the recipient list corresponds to the colored border of the fields assigned to that recipient. This visual cue helps quickly identify which fields belong to each signer, making it easier to manage and verify field assignments within the agreement.
The Checkbox field includes four configurable elements:
Custom Field Content controls how the field appears in the form:
The advanced field actions are the same as those available when you right-click a field to open the quick menu.
Copy field – Copies the field and its current values to your clipboard. The only difference between the original and copied field is the field name.
Delete field – Removes the field.
Clone and link fields – Creates an identical clone of the field with the same name and properties next to the original field. Because the fields share the same name, they remain linked—editing one updates all linked copies. Likewise, when a recipient enters content into one field, it's replicated to all its clones. This is useful when multiple forms in an agreement require the same information. For example, if a form requests a signer's Name and Address more than once, cloning the fields allows the signer to enter their information once, automatically updating all linked fields.
You can set conditions to control how fields interact with each other, allowing fields to appear or be hidden based on user input.
A condition determines whether a field is shown or hidden when specific values are met. This can be triggered by a single event (such as checking a box) or a series of events where any or all conditions must be met (such as checking a box, applying a signature, and selecting a radio button).
When configuring conditional logic for a field, you define how it behaves when specific conditions are met.
The Field state setting determines whether the field is shown or hidden when triggered by a condition:
The condition scope defines if one or all conditions must be met to effect a change in the field state.
Conditions define which criteria must be satisfied before the action occurs. The condition must identify a specific field and evaluate that field's state or contents based on the operator.
Define a condition by:
Multiple conditions can be set by selecting the plus icon under the existing condition. This adds a new condition that can be configured, expanding the scope of the existing condition.
By setting up conditions, you can create dynamic, interactive forms that adjust based on user input, improving efficiency and usability.
Checkbox1_es_:checkbox(checked)
Breakdown of the Tag:
Required_Checkbox_es_:signer1:checkbox:required
Breakdown of the Tag:
Agreement_Checkbox_es_:signer1:checkbox:label("I agree.")
Breakdown of the Tag:
Radio buttons are ideal for situations where users must select only one option from a predefined set. They ensure clear, mutually exclusive choices, preventing confusion and reducing errors in form submissions.
They work well for selecting preferences such as gender, payment methods, or subscription plans. Unlike checkboxes, which allow multiple selections, radio buttons enforce a single selection, making them useful for questions with definitive answers.
By guiding users to make a clear choice, radio buttons improve form usability and data accuracy. Their simple, intuitive design makes them easy to understand and interact with, streamlining the form-filling process.
Left-clicking (or CMD-clicking) a radio button field opens a submenu that provides quick access to common customization options. This submenu offers a streamlined alternative to the entire field customization menu, making it especially attractive to experienced form builders.
There are two options of note in the field's left-click menu:
Radio buttons can be configured to display or hide the box that surrounds the check icon.
If the underlying form already has boxes printed on it, removing the field's box graphic will result in a cleaner-looking final document.
The default value (to display or omit the box) can be set in your group's Send Settings:
Double-clicking the field opens the full customization menu in the context panel.
The field's left-click menu also has an option to open the Customize field panel:
Radio button fields have four sections that can be configured:
When added to an agreement, each field must be assigned to a specific participant (Prefill, participant1, participant2) or condition (Any recipient, All recipients). Field assignment determines who can interact with the field, ensuring that only the designated recipient(s) can complete it.
Proper field assignment ensures clarity in document workflows, prevents unauthorized edits, and maintains structured, organized agreements.
Note that the colored dot next to a recipient’s name or email in the recipient list corresponds to the colored border of the fields assigned to that recipient. This visual cue helps quickly identify which fields belong to each signer, making it easier to manage and verify field assignments within the agreement.
The Radio button field includes several configurable elements:
Custom Field Content controls how the field appears in the form:
The advanced field actions are the same as those available when you right-click a field to open the quick menu.
Copy field – Copies the field and its current values to your clipboard. The only difference between the original and copied field is the field name.
Delete field – Removes the selected individual radio button.
Delete all instances – Deletes every radio button in the array of buttons under the same field name.
(Red)Color_es_:signer1
(Blue)Color_es_:signer1
(Green)Color_es_:signer1
Breakdown of the Tag:
Color_es_:signer1:radio(Red)
Color_es_:signer1:radio(Blue)
Color_es_:signer1:radio(Green)
Breakdown of the Tag:
(Red)Color_es_:signer1:label(“Red”):style(check)
(Blue)Color_es_:signer1:label(“Blue”):style(square)
(Green)Color_es_:signer1:label(“Green”):style(circle)
Breakdown of the Tag:
